Associate Financial Planner
Associate Financial Planner
GemHarvest Executive Recruiting
美国 新泽西州 Cherry Hill
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GemHarvest Executive Recruiting提供的薪酬范围
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基本薪酬范围
Associate Financial Planner
Boutique RIA
Cherry Hill, NJ
Overview
Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks an Associate Financial Planner to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.
The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.
Highlights
- Collaborate with and support Lead Advisors as part of an ensemble practice to provide financial planning for high net worth and ultra-high net worth individuals, including estate, tax, investment, and retirement planning
- Nurture, manage, and maintain strong client relationships
- Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
- Excellent career growth trajectory within the firm, potential for Lead Advisor succession
- Competitive compensation package including a significant base salary, bonus, and benefits
Requirements
- Bachelor's Degree
- 1-3+ years Financial Planning experience
- Completed CFP designation or on track toward completion
- Drive to continuously improve and grow in a collaborative team based environment
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职位级别
助理 -
职位性质
全职 -
职能类别
金融、顾问和策划/规划 -
所属行业
金融服务和投资管理
找人内推,获得GemHarvest Executive Recruiting面试的机会可以提高 2 倍
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美国 新泽西州 Cherry Hill有新的财务计划员职位时接收通知。
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